Founder, Managing Partner
Prior to college Dan completed a four-year active duty commitment to the United States Marine Corps. During these four years Dan developed a unique set of skills and attributes that were instrumental in the professional development and advancement of his business with a focus on advanced tax planning.
After completing his commitment to the Marine Corps Dan enrolled in Saint Peter’s University and completed both undergraduate, and graduate school with concentrations in international business and economics.
Dan has worn many hats and has diverse background but now focuses his business on advanced tax planning techniques and strategies with his core value being "it's your moral and patriotic duty to pay as little in taxes as possible."